Move approved job billing into Clientary
When billing is ready, carry the approved details into Clientary so invoice preparation starts with less re-entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Invoice
Creates an invoice, optionally linked to a client.
Why this helps
Billing details can sit in job records while invoice setup waits for someone to collect them again.
- Reduce manual invoice setup.
- Carry billing context from the job workflow.
- Make invoice creation a clear next step after approval.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that only an approved billing webhook should create a Clientary invoice and provide its date, due date, currency code, and client association if known.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one approved billing example and review the invoice details in Clientary.
Questions about this workflow
What fields does Clientary require for invoice creation?
The action requires date, due_date, and currency_code. A client can optionally be associated using client_id.
Does creating the invoice send it to the client?
No. This action creates an invoice record. Sending an invoice message is a separate action and is not part of this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Clientary. A trigger fires from one place; an action lands in another.
Acculynx triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Acculynx and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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